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AccountEdge Tips and Tricks Newsletter August 2018

Setting Up Customer Terms Finance Charges, Discounts, and Payment Due Dates are covered under a broader heading called “Terms”. Save time by setting up global terms for all your customers then modify them for each customer based on your unique needs. Learn More

BILLING Using Finance Charges If you assign finance charges to balances that aren’t paid by their due date, charges can be applied beginning the day after the due date. It is calculated by multiplying the customer’s overdue balance by 1/30th of the monthly finance charge rate for each day the balance is overdue. Learn More

ACCOUNTING Calculating Finance Charges On Statements Finance Charges are only displayed on Customer Statements and do not create separate Accounts Receivable transactions. This way, you can record it when paid, and not have unpaid receivables on your books. Learn More

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